15. Portfolio Valuation: Challenges and Opportunities Using Automation

  1. Rawley Thomas and
  2. Benton E. Gup
  1. Randall Schostag

Published Online: 6 DEC 2011

DOI: 10.1002/9781118268179.ch15

The Valuation Handbook: Valuation Techniques from Today's Top Practitioners

The Valuation Handbook: Valuation Techniques from Today's Top Practitioners

How to Cite

Thomas, R. and Gup, B. E. (2009) Portfolio Valuation: Challenges and Opportunities Using Automation, in The Valuation Handbook: Valuation Techniques from Today's Top Practitioners, John Wiley & Sons, Inc., Hoboken, NJ, USA. doi: 10.1002/9781118268179.ch15

Publication History

  1. Published Online: 6 DEC 2011
  2. Published Print: 19 OCT 2009

ISBN Information

Print ISBN: 9780470385791

Online ISBN: 9781118268179

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Keywords:

  • portfolio valuation;
  • business development companies;
  • private equity investment guidelines group;
  • securities and exchange commission;
  • security valuation

Summary

This chapter contains sections titled:

  • Background

  • Methods Adoption Implications

  • Accounting Pronouncements

  • SEC Guidance

  • Accounting Pronouncements and the FASB

  • XBRL Format

  • Emerging Best Practices

  • International Standards

  • Producing Portfolio Valuations

  • Using Automation in Valuations

  • Conclusion

  • Notes

  • References